Moran Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Sell |
26,343
-956
| -4% | -$85.8K | 0.07% | 269 |
|
|
2025
Q1 | $2.12M | Sell |
27,299
-1,100
| -4% | -$85.4K | 0.07% | 266 |
|
|
2024
Q4 | $1.6M | Buy |
28,399
+7,991
| +39% | +$449K | 0.05% | 264 |
|
|
2024
Q3 | $1.25M | Sell |
20,408
-1,176
| -5% | -$71.8K | 0.04% | 291 |
|
|
2024
Q2 | $1.13M | Sell |
21,584
-455
| -2% | -$23.9K | 0.04% | 283 |
|
|
2024
Q1 | $1.04M | Sell |
22,039
-2,593
| -11% | -$122K | 0.03% | 293 |
|
|
2023
Q4 | $1.22M | Buy |
24,632
+5,272
| +27% | +$260K | 0.04% | 290 |
|
|
2023
Q3 | $785K | Buy |
19,360
+8,145
| +73% | +$330K | 0.03% | 272 |
|
|
2023
Q2 | $485K | Buy |
+11,215
| New | +$485K | 0.02% | 306 |
|